The Efficient Advisor: Tactical Business Advice for Financial Planners

360: Say This, Not That: 2 Phrases That Transform Client Interactions


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In this short but impactful episode, Libby shares two simple yet powerful phrases that can completely change the way you communicate with clients, guide conversations, and ultimately drive better outcomes. Inspired by real coaching conversations and even insights from psychology, these small language shifts can help you set boundaries, reduce resistance, and lead clients more effectively. She also opens with an important reminder for advisors who feel behind in their business—growth requires evolution, and it is okay to build systems as you go. 

  •  How to use the phrase “I hope you can appreciate” to set boundaries with clients while maintaining trust and rapport 
  •  Why replacing the word “but” with “and” can reduce defensiveness and keep conversations collaborative 
  •  Practical ways to guide client conversations without creating resistance or tension 
  •  A mindset shift for advisors who feel behind and how to reframe growth as a natural part of scaling a business 

These two phrases may seem simple, but when used consistently, they can dramatically improve how clients respond, how conversations flow, and how confidently you lead. Start incorporating them into both your client interactions and everyday conversations, and notice how quickly the dynamic begins to shift.


Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!   

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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